Collin B. Todd

ARC ADVISERS LLC

BOISE, ID 83702

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CRD#: 5848845

Professional summary

Collin Brahm Todd, CFP® is a registered financial advisor currently at ARC ADVISERS LLC located in Boise, Idaho.

Collin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Collin has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Comprehensive Financial Planni...

Education Planning

Debt Management

Investment Planning

Insurance Planning

Retirement Planning

Tax Planning

Estate Planning

Socially Responsible Investing

Do you have an area of expertise or specialization?

Charitable Giving

ExPat and Cross Border Issues

Investment Advice with Ongoing...

Investment Advice without Ongo...

Medical Professionals

Socially Responsible Investmen...

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Collin Brahm Todd's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

May 6, 2020 - Present

ARC ADVISERS LLC

Office #1: 475 W. Main Street, Boise, ID 83702

RIA

CRD#: 307497

BOISE, ID

Past

June 14, 2019 - October 9, 2020

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

RIA

CRD#: 109036

Boise, ID

Past

October 14, 2010 - June 17, 2019

NEW OUTLOOK FINANCIAL, LLC

RIA

CRD#: 145967

Hood River, OR

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/2/2025)

IAR

District of Columbia
(5/19/2020)

IAR

Idaho
(5/6/2020)

IAR

Oregon
(6/30/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/13/2010

Uniform Investment Adviser Law Examination

Current Firm

ARC ADVISERS LLC

ARC ADVISERS LLC | ARC ADVISERS, LLC

CRD#: 307497 / SEC#:

California

Registered Investment Advisory firm - (1/2/2025 Approved)

District of Columbia

Registered Investment Advisory firm - (5/19/2020 Approved)

Idaho

Registered Investment Advisory firm - (5/6/2020 Approved)

Oregon

Registered Investment Advisory firm - (6/30/2020 Approved)

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Contact information

Main Address

475 W. Main Street, Boise, ID 83702

Mailing Address

Po Box 1552, Boise, ID 83701

Phone number

(406) 218-1430

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	253
AUM (Assets Under Management)	$ 87,440,226

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Collin B. Todd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Collin Brahm Todd's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARC ADVISERS LLC

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

NEW OUTLOOK FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/13/2010

Current Firm

ARC ADVISERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ARC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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